Client Onboarding Lead

17 hours ago


Ortigas, Philippines iSWerk Full time ₱240,000 - ₱480,000 per year

Be a part of our fast-growing team and unchain all the possibilities

What is your mission?

We are looking for a Client Onboarding Lead to oversee client onboarding, manage corporate projects, and strengthen engagement programs. You will act as the main liaison between clients and internal teams, ensuring all initiatives are delivered on time and with excellence. This role is perfect for someone who thrives in cross-functional collaboration, loves project coordination, and is passionate about building strong client relationships and driving organizational success.

You will provide the best service to our partner brands by performing these tasks:

Client Onboarding & Relationship Management

  • Lead the end-to-end client onboarding process, ensuring smooth and timely transitions
  • Conduct orientations, track action items, and deliver progress reports
  • Serve as the main point of contact for onboarding concerns and updates
  • Gather client feedback and partner with leaders to address issues and improve satisfaction

Project Management for Corporate Initiatives

  • Oversee and execute internal and client-facing projects from planning to completion
  • Monitor timelines, deliverables, and quality standards
  • Prepare bi-weekly project reports and escalate risks when needed

Client Retention & Risk Mitigation

  • Maintain CRM data accuracy and analyze satisfaction trends
  • Collaborate with Client Success and Executive teams to identify and resolve potential retention risks

Engagement & Events

  • Support planning and execution of client engagement programs, appreciation events, and town halls
  • Co-facilitate sessions that align with client culture and business goals

Who are we looking for?

  • Bachelor's degree in Business Administration, Communications, or a related field
  • At least 2 years of experience in client onboarding, project management, or client success
  • Strong organizational and coordination skills with excellent attention to detail
  • Outstanding communication, presentation, and stakeholder management abilities
  • Proven experience leading cross-functional projects and managing multiple priorities
  • Proactive, adaptable, and capable of working both independently and collaboratively
  • Experience in client engagement or event management is a plus

Company Perks:

  • Above-industry salary package and incentives
  • Comprehensive HMO benefits and life insurance from day 1
  • Free learning and development courses for your personal and career growth
  • Dynamic company events
  • Opportunities for promotion
  • Free meals and snacks

Job Types: Full-time, Permanent

Pay: Php35, Php40,000.00 per month

Benefits:

  • Additional leave
  • Company Christmas gift
  • Company events
  • Gym membership
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Pay raise
  • Promotion to permanent employee
  • Staff meals provided

Ability to commute/relocate:

  • Ortigas: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Client onboarding: 2 years (Required)
  • Client success: 2 years (Required)
  • Engagement event management: 2 years (Preferred)

Work Location: In person


  • Client Onboarding Lead

    16 hours ago


    Ortigas, Metro Manila, Philippines iSupport Worldwide Full time ₱900,000 - ₱1,200,000 per year

    Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?We are looking for a Client Onboarding Lead to oversee client onboarding, manage corporate projects, and strengthen engagement programs. You will act as the main liaison between clients and internal teams, ensuring all initiatives are delivered on time and with...


  • Ortigas Post Office, Philippines Traxion Tech Full time ₱240,000 per year

    Basic FunctionsThe Junior Activation Associate will support the onboarding, training, and activation of clients in the fintech and EMI industry. The role ensures that new customers are successfully transitioned from sales to implementation by providing guidance, training, and hands-on support. This position requires strong communication and customer service...


  • Ortigas, Metro Manila, Philippines KMC Solutions Full time ₱60,000 - ₱120,000 per year

    We are seeking an experienced and proactive Client Onboarding Team Leader to manage, mentor, and lead the Client Onboarding Administration team. This role is crucial for ensuring the efficient, accurate, and compliant onboarding of all new client accounts and maintaining high standards of client data integrity. The Team Leader will be instrumental in driving...


  • Ortigas, Philippines COL Investment Management, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    About the CompanyCOL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.Job Description:Identifies and connects with potential agents from...


  • Ortigas Post Office, Philippines Staff Domain Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    Set-up and Location: ONSITE - Ortigas, Pasig Work Schedule: 6:00 AM - 3:00 PM Philippine Time Employment Type: Full-time Ready to do work that actually excites you? ​ As a Client Success Partner, you will serve as the main point of contact for assigned clients—overseeing their journey from onboarding through daily operations and ongoing...


  • Ortigas, Metro Manila, Philippines COL Financial Group, Inc. Full time ₱900,000 - ₱1,200,000 per year

    About the CompanyCOL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing.Job Description:Identifies and connects with potential agents from...


  • Ortigas, Metro Manila, Philippines iSupport Worldwide Full time ₱900,000 - ₱1,200,000 per year

    Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?We are looking for a Client Services Associate to manage client onboarding, address inquiries, and ensure seamless account support. This role involves collaborating across departments, reviewing documents, and understanding transaction processes while building strong...


  • Ortigas, Philippines South Asialink Finance Corporation Full time ₱216,000 - ₱240,000 per year

    DUTIES AND RESPONSIBILITIES:Make outbound calls to prospective clients to promote Real Estate Mortgage product and services.Qualify leads, and schedule appointments for the Loan Officer.Handle inbound inquiries and provide accurate information about Real Estate Mortgage.Maintain and detailed records of Calls, leads, and Follow-ups using Excel...


  • Ortigas, Philippines RingCentral Full time ₱50,000 - ₱599,000 per year

    Say hello to opportunities at Acquire Asia Pacific Philippines Inc. (Acquire BPO) under the RingCentral account (RingCentral).It's not everyday that you consider starting a new career. We're Acquire BPO, and we're happy that someone as talented as you is considering this role. First, a little about our client: RingCentral is a $2 Billion+ annual revenue...


  • Ortigas, Philippines iSWerk Full time ₱480,000 - ₱960,000 per year

    Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?We are looking for a Spanish Bilingual Team Lead to lead a team of representatives in delivering outstanding service and efficient issue resolution. You'll monitor performance metrics, manage escalations, coach team members, and drive continuous improvement. If you're...